Steward Partners Investment Advisory, LLC
STAMFORD CT · SEC CIK 0001723397
$196.09亿2026Q1 申报市值
4,414持仓数
22.3%前十大占比 · 第一大 3.4%
297 / 180新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 加仓+$1.46亿
IEMG 加仓+$8,541.33万
MSFT 加仓+$6,094.84万
AAPL 加仓+$5,815.19万
AVGO 加仓+$5,289.03万
2026Q1 卖出最多 按季末市值估算
SHY 减仓-$3,300.28万
PNOV 减仓-$2,825.92万
NBIS 减仓-$2,805.36万
VOO 减仓-$2,472.84万
AGG 减仓-$2,287.36万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | RLJ LODGING TR | $0 | 0.00% | 0 | -400 | -100.0% | -$9,960 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,175 | -100.0% | -$9,942 | 清仓 |
| TPLC | TIMOTHY PLAN | $0 | 0.00% | 0 | -215 | -100.0% | -$9,772 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -3,800 | -100.0% | -$9,576 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -265 | -100.0% | -$9,479 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -360 | -100.0% | -$9,000 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -135 | -100.0% | -$8,864 | 清仓 |
| — | REX ETF TR | $0 | 0.00% | 0 | -600 | -100.0% | -$8,460 | 清仓 |
| GTIP | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -170 | -100.0% | -$8,352 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -182 | -100.0% | -$8,185 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -402 | -100.0% | -$7,803 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -501 | -100.0% | -$7,705 | 清仓 |
| TLTD | FLEXSHARES TR | $0 | 0.00% | 0 | -80 | -100.0% | -$7,418 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -225 | -100.0% | -$7,306 | 清仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -147 | -100.0% | -$7,244 | 清仓 |
| — | ALTI GLOBAL INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$6,960 | 清仓 |
| — | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -7,000 | -100.0% | -$6,913 | 清仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -123 | -100.0% | -$6,835 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -116 | -100.0% | -$6,473 | 清仓 |
| AVA | AVISTA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHT | CHUNGHWA TELECOM CO LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VAIL RESORTS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$5,988 | 清仓 |
| — | DROPBOX INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$5,943 | 清仓 |
| — | PEDEVCO CORP | $0 | 0.00% | 0 | -10,500 | -100.0% | -$5,879 | 清仓 |
| PRK | PARK NATL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAXS | PIMCO ACCESS INCOME FUND | $0 | 0.00% | 0 | -375 | -100.0% | -$5,738 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TU | TELUS CORPORATION | $0 | 0.00% | 0 | -420 | -100.0% | -$5,531 | 清仓 |
| — | GLOBAL PMTS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$5,382 | 清仓 |
| OSPN | ONESPAN INC | $0 | 0.00% | 0 | -410 | -100.0% | -$5,264 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -300 | -100.0% | -$5,130 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -200 | -100.0% | -$5,034 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -230 | -100.0% | -$4,726 | 清仓 |
| — | NUSHARES ETF TR | $0 | 0.00% | 0 | -180 | -100.0% | -$4,509 | 清仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $0 | 0.00% | 0 | -439 | -100.0% | -$4,491 | 清仓 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -200 | -100.0% | -$4,348 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKBOXSTOCKS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$4,048 | 清仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $0 | 0.00% | 0 | -222 | -100.0% | -$3,920 | 清仓 |
| TPSC | TIMOTHY PLAN | $0 | 0.00% | 0 | -89 | -100.0% | -$3,689 | 清仓 |
| DMLP | DORCHESTER MINERALS LP | $0 | 0.00% | 0 | -165 | -100.0% | -$3,689 | 清仓 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRI | CARTERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ASPEN INSURANCE HOLDINGS LTD | $0 | 0.00% | 0 | -84 | -100.0% | -$3,116 | 清仓 |
| — | PALLADYNE AI CORP | $0 | 0.00% | 0 | -706 | -100.0% | -$3,008 | 清仓 |
| THD | ISHARES INC | $0 | 0.00% | 0 | -49 | -100.0% | -$2,924 | 清仓 |
| BHE | BENCHMARK ELECTRS INC | $0 | 0.00% | 0 | -64 | -100.0% | -$2,737 | 清仓 |
| BKV | BKV CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,715 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2,594 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2,580 | 清仓 |
| TPHD | TIMOTHY PLAN | $0 | 0.00% | 0 | -66 | -100.0% | -$2,543 | 清仓 |
| NGVC | NATURAL GROCERS BY VITAMIN C | $0 | 0.00% | 0 | -100 | -100.0% | -$2,505 | 清仓 |
| MCRI | MONARCH CASINO & RESORT INC | $0 | 0.00% | 0 | -26 | -100.0% | -$2,488 | 清仓 |
| RPC | P10 INC | $0 | 0.00% | 0 | -250 | -100.0% | -$2,453 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2,434 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -88 | -100.0% | -$2,384 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2,056 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1,976 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1,967 | 清仓 |
| ARX | ACCELERANT HOLDINGS | $0 | 0.00% | 0 | -119 | -100.0% | -$1,946 | 清仓 |
| MXL | MAXLINEAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSH | VISHAY INTERTECHNOLOGY INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$1,795 | 清仓 |
| TWIN | TWIN DISC INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,668 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -18 | -100.0% | -$1,553 | 清仓 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -164 | -100.0% | -$1,425 | 清仓 |
| — | AEMETIS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,390 | 清仓 |
| EZA | ISHARES INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,376 | 清仓 |
| VITL | VITAL FARMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPU | ISHARES TR | $0 | 0.00% | 0 | -18 | -100.0% | -$1,302 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | -117 | -100.0% | -$1,286 | 清仓 |
| LNN | LINDSAY CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,179 | 清仓 |
| CVI | CVR ENERGY INC | $0 | 0.00% | 0 | -46 | -100.0% | -$1,170 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -77 | -100.0% | -$1,161 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -99 | -100.0% | -$1,148 | 清仓 |
| — | SEMLER SCIENTIFIC INC | $0 | 0.00% | 0 | -75 | -100.0% | -$1,147 | 清仓 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | TYLER TEX INDPT SCH DIST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1,011 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -44 | -100.0% | -$957 | 清仓 |
| — | OLYMPIC STEEL INC | $0 | 0.00% | 0 | -20 | -100.0% | -$856 | 清仓 |
| TFIN | TRIUMPH FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAS CAR-MART INC | $0 | 0.00% | 0 | -32 | -100.0% | -$808 | 清仓 |
| EIG | EMPLOYERS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBI | JANUS INTERNATIONAL GROUP IN | $0 | 0.00% | 0 | -108 | -100.0% | -$706 | 清仓 |
| ARHS | ARHAUS INC | $0 | 0.00% | 0 | -61 | -100.0% | -$684 | 清仓 |
| ABLD | ABACUS FCF ETF TR | $0 | 0.00% | 0 | -21 | -100.0% | -$612 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -13 | -100.0% | -$574 | 清仓 |
| STRA | STRATEGIC ED INC | $0 | 0.00% | 0 | -6 | -100.0% | -$504 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACK DIAMOND THERAPEUTICS I | $0 | 0.00% | 0 | -200 | -100.0% | -$486 | 清仓 |
| — | SKY QUARRY INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$469 | 清仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $0 | 0.00% | 0 | -5 | -100.0% | -$373 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSFE | PAYSAFE LIMITED | $0 | 0.00% | 0 | -38 | -100.0% | -$307 | 清仓 |
| LENZ | LENZ THERAPEUTICS INC | $0 | 0.00% | 0 | -19 | -100.0% | -$304 | 清仓 |
| THRM | GENTHERM INC | $0 | 0.00% | 0 | -8 | -100.0% | -$291 | 清仓 |
| EMGF | ISHARES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$289 | 清仓 |
| GOGO | GOGO INC | $0 | 0.00% | 0 | -54 | -100.0% | -$252 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -9 | -100.0% | -$216 | 清仓 |
| — | LIGHT & WONDER INC | $0 | 0.00% | 0 | -2 | -100.0% | -$206 | 清仓 |